Paul Buckle
Paul Buckle is a CFP-designated registered investment advisor at Signal Advisors Wealth, LLC, based in Asheville, NC, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 4,816 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is up to 2.0% for direct clients. For platform accounts managed by independent advisors, Signal Advisors Wealth's maximum fee is 1.0%. Fees vary based on account size, complexity, and specific arrangements.
Fee Estimator
Location
3 Walden Ridge Drive, Suite 350, Asheville, NC, 28803
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the owner/CEO of Lionhead Financial Planning, where he dedicates full-time hours to insurance sales and services. He is also the CEO of Paul Buckle CPA, PC, providing tax consulting services as needed within the financial planning process.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
Raymond Marx Financial Advisory Group INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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